1. Help Center
  2. Generating Proposals

Add a new lead or client.

Add a new lead or client through the agent portal.

Step 1: Click on "Add a new lead":



Step 2: Add Basic Lead Information. Filling in Customer Contact details is optional.



Next Step: Choose to keep adding leads (build proposal later) or go right to building a proposal for this lead.



Last updated 5/1/2020

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